Copying values in custom fields

Dmitry Alabyan
Contributor
February 5, 2025

Greetings, community!
following up on

https://community.atlassian.com/t5/Jira-Service-Management/Re-Linked-Issue-Update-Automation/qaq-p/2659024/comment-id/165914#M165914

I am interested whether one can copy values from one project to another via a specific automation. Rough idea - to trigger a bulk edit (further refine this as a regular update).
Given:
we have a Work Management project, where we use issues as dossiers for marketing campaigns, with automated calculations of CPC, publisher costs, revenues, etc.
also with a margin field.
this project is also synced with a kanban board where we keep track of our invoicing. aka when a dossier is created and filled > respective invoice task is created in the kanban board, carrying over the numbers.
Problem:
sometimes dossiers get updated after creation.
so I need an automation that would update certain fields for linked issues (here, invoice issues are alway linked through causes/caused by).
How could that be implemented, if at all?
a sketch of my automation rule encolsed:Screenshot 2025-02-05 at 20.04.47.png

1 answer

0 votes
Gerusa Lobo _e-Core_
Atlassian Partner
February 5, 2025

Hello @Dmitry Alabyan

At first you can develop a manual trigger to check if the rule is ok, as in bellow:

Captura de Tela 2025-02-05 às 17.18.30.png

It is important to configure the scope for both projects.

To have a periodic processing, we can use something like this:

Captura de Tela 2025-02-05 às 17.52.48.png

Also, to have a automatic updated, keeping all issue synchronized, you can use, something like this:

Captura de Tela 2025-02-05 às 17.24.45.png

I hope help you.

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